Last night I attended a panel discussion entitled "GCC Countries in the New Oil World" at the Center on Global Energy Policy (Columbia/SIPA)
Total U.S. Crude Stocks…
Not a market in balance... http://www.eia.gov/dnav/pet/pet_stoc_wstk_dcu_nus_w.htm
Core Labs CEO lays out a bullish case for oil…
On Mad Money, last night, CEO and Chairman of Core Labs, David Demshur, said he expects a recovery in oil prices later in 2016... He talked about
Saudi Arabia Keeps Pumping… NY Times…
The NY Times does a great job today laying out Saudi Arabia's
Iranian Crude Exports Tough, Reuters…
From Reuters: http://www.reuters.com/article/iran-trade-oil-idUSL8N15B42U "It is still very difficult despite the sanctions removal. Dollar clearing
Periodic Table of Commodities, US Funds…
Here is a very cool chart from US Funds http://www.usfunds.com/media/files/pdfs/researchreports/2016/Periodic-Table-of-Commodities-2016.pdf : After
Gartman via Business Insider…
Dennis Gartman, via Business Insider: http://www.businessinsider.com/dennis-gartman-crude-oil-call-2016-1 "Gartman said Monday that he thought crude
Exxon’s Outlook for Energy…
Exxon's outlook for energy out to 2040 is
Greg Ip, author of the book, Foolproof, on EconTalk …
For years, I have enjoyed many of these EconTalk podcasts. This one has some interesting insights on risk: "When does the pursuit of safety lead us